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January 2020 Chapter Meeting
January 10, 2020 @ 11:30 am - 1:30 pm
Overview:
The tax law changes in late 2017 reshuffled the tax planning landscape. We will begin our discussion with the big picture (observations and trends from the 2018 filing season and beyond), then move to specific issues with a business taxation deep dive (including case studies with business owners), and finish with common considerations and planning recommendations for our clients.
Topic: Business Taxation: Advising Clients Effectively in the New Environment
Speaker: Meredith Johnson, CPA, CFP®
Featured Partner: TBA
Location: Maggiano’s Little Italy
About the Speaker:
Meredith Johnson, CPA, CFP®, has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development, and Public Policy Analysis and Advocacy.
Meredith currently serves on the Board of the California Society of CPAs (CalCPA) and is the First Vice President of the CalCPA San Francisco chapter. She received her bachelor’s degree from Whitman College and her MS degree in Taxation from Golden Gate University. She is an active member of the FPA San Francisco chapter, serving on the Pro Bono Committee and the Financial Planning Day Steering Committee. She also gives back to her local community through her work with non-profits — as a site manager, volunteer, and financial coach for Tax-Aid in San Francisco (a public charity assisting low income taxpayers with their returns), and as a manager for One Brick (helping connect volunteers to each other and the worthy causes which need their time and energy).
Cost:
Early Registration $45 FPA members, $70 Non-members, $25 Students.
At the door $65.00 for FPA members, $85 Non-members, $35 Students.
Registration: Click Here